Breez is a customizable onboarding platform that utilizes optical character recognition (OCR) technology to automate data entry and streamline the onboarding process for brokers and insurers. This solution reduces manual inefficiencies and enhances client satisfaction by providing a secure, efficient, and tailored onboarding experience.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers and insurers face inefficiencies in client onboarding due to manual data entry, leading to increased operational costs and reduced client satisfaction. Traditional onboarding processes often involve redundant paperwork and lack customization, resulting in a disjointed experience for both the firm and the client.
Solution
Breez is a customizable onboarding platform designed to streamline the client onboarding process for insurance brokers and insurers. By leveraging optical character recognition (OCR) technology, Breez automates data entry, minimizing manual inefficiencies and enhancing overall client satisfaction. The platform offers a secure, efficient, and tailored onboarding experience, allowing firms to adapt the system to their specific brand, workflow, and client needs. Breez's customizable front end and rapid deployment model enable firms to quickly implement and tailor the platform to their unique requirements, ensuring a seamless and engaging experience for clients.
Target Audience
Breez primarily targets insurance brokers and insurers seeking to streamline their client onboarding processes, reduce operational costs, and enhance client satisfaction.
Features
- Customizable platform adaptable to specific branding, workflows, and client needs
- OCR technology to automate data entry and reduce manual processes
- Enterprise-grade security protocols and storage solutions to protect client data
- Rapid deployment model for quick implementation
- Customizable front end to tailor the onboarding experience
- AI Assistant to guide clients through the onboarding process